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Filing analysis

Cassady Wealth & Retirement Planning, LLC

13F-HR · period Q2 2026 · filed Jul 27, 2026

View original SEC filing ↗ Manager record

$215.04MReported 13F value

104Positions

Position-level analysis covers the tracked universe; this filer's documents are indexed and linked, and its filing history is on the manager page.

Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary: computed fields only.